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The best of both worlds - Why now for Emerging Markets
Emerging markets continue to offer exciting investment opportunities. We highlight the driving forces behind these opportunities and why the time to act is now.
- Date published
- 18 Nov 2021
- Tag
- Global Emerging Markets
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COP26: A climate for change?
Martin Currie’s urgent call to action ahead of COP26 for governments, companies, and investors; NOW is the time for change and accelerated action.
- Date published
- 22 Oct 2021
- Tag
- Stewardship Matters
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Stewardship Matters - Edition 4: Investing to Improve Lives
As a firm, our aim is to be a leader in ESG. To do this, we need to measure our own inputs and outcomes to the same set of standards that we expect of the companies we invest in. EDITION 4 provides us with an opportunity to hold a mirror to how we
- Date published
- 20 Oct 2021
- Tag
- Stewardship Matters
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Stewardship Matters - Edition 3: Quantifying decarbonisation
Our regular update of Martin Currie’s work in the stewardship and ESG space and our insights into future ESG trends. EDITION 3 focuses on quantifying the impact and opportunities of decarbonisation.
- Date published
- 13 Jul 2021
- Tag
- Stewardship Matters
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Long-Term Unconstrained Inside stories
The inside story on the leading companies in our global portfolio and why they offer sustainable, long-term growth potential.
- Date published
- 30 Jun 2021
- Tag
- Global Long-Term Unconstrained
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Inside story: Assa Abloy
Zehrid Osmani, Head of Global Long-Term Unconstrained, on Assa Abloy, the largest global supplier of intelligent lock and security solutions.
- Date published
- 28 Jun 2021
- Tag
- Disruption & Innovation
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Inside story: Masimo
Zehrid Osmani, Head of Long-Term Unconstrained, provides an insight into Masimo, a key stock and a leader in the non-invasive patient monitoring hospital devices and technologies.
- Date published
- 26 Jun 2021
- Tag
- Disruption & Innovation
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Inside story: Moncler
Zehrid Osmani, Head of Long-Term Unconstrained, on luxury apparel company, Moncler.
- Date published
- 24 Jun 2021
- Tag
- Disruption & Innovation
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Inside story: Ferrari
Zehrid Osmani, Head of Global Long-Term Unconstrained, on Italian luxury sports car manufacturer, Ferrari.
- Date published
- 22 Jun 2021
- Tag
- Disruption & Innovation
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Inside story: Atlas Copco
Zehrid Osmani, Head of Global Long-Term Unconstrained, provides an insight into Atlas Copco, a long-established global manufacturer of industrial tools and equipment.
- Date published
- 22 Jun 2021
- Tag
- Disruption & Innovation
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Long-Term Mega Trends
We have identified three Mega Trends - Demographic Change, Future of Technology and Resource Scarcity - that are going to be driving market dynamics in various segments on a multi-decades time frame.
- Date published
- 16 Jun 2021
- Tag
- Disruption & Innovation
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Net Zero: managing the wider impact of economic and capital displacement
David Sheasby, Head of Stewardship & ESG and John Gilmore, Stewardship & ESG Specialist highlight that while focusing on climate action, it is important not to lose sight of other societal and developmental priorities that may occur as the economy
- Date published
- 15 Jun 2021
- Tag
- Stewardship Matters